See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,403 | $109,881+33.2% | $150,045-2.4% | $84,808+72.6% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 15.81% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $6,101 | $3,561+71.3% | $4,693+30.0% | $2,631+131.9% |
| Participant deferral / active EE | $11,051 | $6,636+66.5% | $7,997+38.2% | $4,212+162.4% |
| Admin fee / account holder | $21,756 | $8,568+153.9% | $13,435+61.9% | $7,344+196.2% |